Job Description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Group Head(s) (GH) in daily operations, administration, client care and relationship management. The ARM interacts with internal as well as external stakeholders, provides clients with relevant information and supports the RM in implementing customized solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/GH in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion and Excellence) and thus helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes. This position is the backbone of Client Relationship Management.

YOUR CHALLENGE

Client Administration & Management

• Sup ports RM sGH in client interaction and all related tasks (sy stems, pr ocesses, files, documents etc.) with high-q uality, pr ecision and timely resp onsiveness
• Customizes client req uests (rep orting, statistics, mailings etc)
• M anages the RM GH’s calendar, pr ep ares client meetings, organizes b usiness trip s, comp letes the p ost pr ocessing of client calls, client meetings or b usiness trips for RM sGH
• Comp iles pr esentations, sup ports in drafting investment pr op osals and in marketing activities if needed (client recep tion, meetings, b usiness trip s, events etc)
• Ensures coverage in case of own ab sences

B usiness Management

• Regularly collects and exchanges relevant information necessary for the job
• Organises himselfherself in an efficient and comp liant manner and ensures timely and ap propriate information of the sup erior
• Conducts reviews, p lans ahead and documents hisher work at all times
• Sup ports RM GH in imp lementation of pr ojects and initiatives
• Provides pr ofessional inp ut pr op osals for impr ovements b ased on exp erience, incident occurrence or ob servation
• M anages the exp ense claim pr ocess for RM sGH

Risk M anagement & Controls

• Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
• Ensures adherence to local regulations and comp liance with internal p olicies and standards (eg new account op enings, p ay ment instructions, reviewing client p hone calls or signing off at own level of comp etence etc) in collab oration with the resp ective RMs and GH
• Ensures timely clearance of p ending items and escalated deficiencies
• Ensures ap propr iate ethical and comp liant b ehaviour in hisher area of resp onsib ility
• Ensures correct, meaningful and understandable documentation of client interactionclient orders in the corresp onding tool (eg CRM, DiAS)

YOUR PROFILE

Personal & Social Skills

• Team p lay er
• Excellent situational adap tab ility (ab le to work with RMs and clients from diverse b ackgrounds)
• Friendly, trustworthy and discreet p ersonality with high level of risk awareness
• Highly service oriented and p assionate ab out client servicing
• Always communicates in a friendly, comp etent and pr ofessional manner
• Op en, ap proachab le an disp lays genuine interest in p eop le and in impr oving pr ocesses
• Sy stematic, pr ecise and diligent working sty le and the ab ility to p erform under pr essure
• Personal integrity and ethical b ehaviour

Professional Skills

• Sound affinity with the geograp hic market(s) covered, ie familiar with the legal and regulatory environment as well as cultural awareness
• Good understanding of relevant pr oducts and services in Private Banking
• Basic knowledge of glob al financial markets and current develop ments in the industry

Education and Experience

• A good university degree in Finance, Economics or related discipline
• At least 5 years of relevant client support experience in Private Banking set up
• Understands the execution and back office processes as well as the legal & compliance procedures
• Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)
• Hands on knowledge of various banking system applications
• Adequate knowledge of Financial Terminals (e.g. Bloomberg, Reuters)
• Proficient in spoken and written English and Chinese (Cantonese and Mandarin)
• Relevant regulatory license from HKMA / SFC

MRC IN-SCOPE POSITION

This is an in-scope position under the Mandatory Reference Checking Scheme (MRC Scheme) whereby applicants will be required to undergo reference checks from previous/and or current employers (Authorized Institutions) covering the past seven years.

MRC Scheme is a standardized reference-checking arrangement that is designed to support the integrity of “authorized institutions” regulated by the Hong Kong Monetary Authority (HKMA). At a high level, the MRC Scheme requires an In-Scope Institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer.

For more information, please visit Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks A copy of FAQs for In-Scope Individuals is available upon request.

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site

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